L.M. Kohn & Company’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

L.M. Kohn & Company’s Portfolio LVHI Stock Details LVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-33,503	Closed	-$1.09M	–	215
2025 Q2	$1.09M	Buy	33,503 +152	+0.5%	+$4.88K	0.29%	63
2025 Q1	$1.08M	Sell	33,351 -68	-0.2%	-$2.16K	0.28%	69
2024 Q4	$1.02M	Buy	33,419 +464	+1%	+$14.4K	0.26%	69
2024 Q3	$1.02M	Buy	32,955 +204	+0.6%	+$6.21K	0.26%	85
2024 Q2	$971K	Buy	32,751 +655	+2%	+$19.6K	0.26%	72
2024 Q1	$956K	Buy	32,096 +4,735	+17%	+$134K	0.27%	81
2023 Q4	$757K	Sell	27,361 -334	-1%	-$9.16K	0.24%	87
2023 Q3	$755K	Buy	27,695 +153	+0.6%	+$4.18K	0.28%	81
2023 Q2	$749K	Buy	27,542 +1,461	+6%	+$40K	0.28%	82
2023 Q1	$703K	Buy	+26,081	New	+$695K	0.29%	77

Other funds holding LVHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

L.M. Kohn & Company's LVHI Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q3 2025, closing a stake of 33,503 shares — an estimated $1.09M sold.

L.M. Kohn & Company first reported a position in LVHI in Q1 2023 and held it in 10 quarters. The position peaked at $1.09M in Q2 2025. 233 funds tracked by Wall St. Rank hold LVHI as of Q3 2025.

L.M. Kohn & Company reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 33,503 Franklin International Low Volatility High Dividend Index ETF shares in Q3 2025, an estimated $1.09M.
L.M. Kohn & Company first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q1 2023 and held it in 10 quarters.
L.M. Kohn & Company's Franklin International Low Volatility High Dividend Index ETF position peaked at $1.09M in Q2 2025.
233 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.